Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-437
Closed -$91K 64
2022
Q4
$91K Hold
437
0.01% 65
2022
Q3
$95K Hold
437
0.01% 62
2022
Q2
$92K Hold
437
0.01% 62
2022
Q1
$106K Hold
437
0.01% 62
2021
Q4
$114K Hold
437
0.01% 63
2021
Q3
$115K Hold
437
0.01% 56
2021
Q2
$108K Hold
437
0.01% 54
2021
Q1
$85K Hold
437
0.01% 51
2020
Q4
$93K Hold
437
0.01% 51
2020
Q3
$75K Buy
+437
New +$75K 0.01% 52